Financial Administrative Assistant
Administrative Assistant
Description
At Hein Wealth & Tax Solutions, you'll join a close-knit, professional team where your work directly supports meaningful client relationships and real-life financial decisions. As a Client Service Associate, you'll be a key part of an organized planning process-working closely with advisors, managing client accounts and paperwork, and ensuring a smooth, high-touch client experience. We offer a supportive environment, clear processes, and the opportunity to learn and grow within financial services. If you're detail-oriented, proactive, and take pride in doing things the right way, this role offers purpose, stability, and room to develop your skills.
Responsibilities
• Interface with broker/dealer to open new accounts, update account information, service accounts, complete and process necessary forms
• Complete paperwork to fund Alternative Investments and Annuities
• Maintain and update information in the CRM System
• Handle requests for transfers of funds in and out of accounts
• Front desk meets and greets clients
• Answer basic client questions (not including financial/investment advice)
• Research products and product pricing, and contact carriers for information
• Set up and retrieve reports in the portfolio management system
• Help manage social media and marketing campaigns
• Assist the Client Service Administrator in day-to-day duties
• Other responsibilities as assigned by the lead advisor
Qualifications
• Positive attitude, customer-oriented
• Detail-oriented with the ability to manage a full plate of tasks concurrently, with the ability to track progress and follow up accordingly
• Ability to learn a new Client Service Online Platform
• Proficient with Windows-based software, including MS Word, Excel, and Adobe
• Understands how to properly complete paperwork that has not previously been encountered by reading instructions, following precedent, or calling for assistance
• Ability to ask questions when not sure of something
• Brokerage Experience preferred
• High School Degree required
• Associate's degree or higher preferred
At Hein Wealth & Tax Solutions, you'll join a close-knit, professional team where your work directly supports meaningful client relationships and real-life financial decisions. As a Client Service Associate, you'll be a key part of an organized planning process-working closely with advisors, managing client accounts and paperwork, and ensuring a smooth, high-touch client experience. We offer a supportive environment, clear processes, and the opportunity to learn and grow within financial services. If you're detail-oriented, proactive, and take pride in doing things the right way, this role offers purpose, stability, and room to develop your skills.
Responsibilities
• Interface with broker/dealer to open new accounts, update account information, service accounts, complete and process necessary forms
• Complete paperwork to fund Alternative Investments and Annuities
• Maintain and update information in the CRM System
• Handle requests for transfers of funds in and out of accounts
• Front desk meets and greets clients
• Answer basic client questions (not including financial/investment advice)
• Research products and product pricing, and contact carriers for information
• Set up and retrieve reports in the portfolio management system
• Help manage social media and marketing campaigns
• Assist the Client Service Administrator in day-to-day duties
• Other responsibilities as assigned by the lead advisor
Qualifications
• Positive attitude, customer-oriented
• Detail-oriented with the ability to manage a full plate of tasks concurrently, with the ability to track progress and follow up accordingly
• Ability to learn a new Client Service Online Platform
• Proficient with Windows-based software, including MS Word, Excel, and Adobe
• Understands how to properly complete paperwork that has not previously been encountered by reading instructions, following precedent, or calling for assistance
• Ability to ask questions when not sure of something
• Brokerage Experience preferred
• High School Degree required
• Associate's degree or higher preferred